Using different sets of resources

[powellcs]

Hello. My organization is trying to define resource levels (Director level,
then person actually doing the work). Ultimately, what they would like to
see is a resource name column using one set of standard resource names (using
resource sharing option), then another column displaying the actual person
doing the work (using different set of resources using the resource sharing
option). I have two different resource name columns but when I share
resources using one set of data then try to change it for the other column,
they both change to the last set of shared resources used. Any ideas on how
I could do this?

 

[JulieS]

Hi Powellcs,

When you say you have "two different resource name columns" are they both
the same field? (Hover your mouse over the column heading and see what the
hyper-link Help on... says.) If they are the same field, they will certainly
show the same values. I assume your "Director" level individual will not
actually perform any work on the task? You could use one of the spare text
fields to record the "Director Level" or use the [Contact] field. Project
will not calculate any work for the people in the Text field or Contact field.

Hope this helps. Let us know how you get along.

Julie

 

[powellcs]

Hi Julie,

Thank you for the quick response. Yes, both columns are the same field
(resource name), and yes, the director level individual will not perform any
work on the task. I thought this was the problem, but thought I'd ask just
to confirm. Now, another question...I can use a contact or text field but
I'd like to use something that I can pull a shared set of data, using the
share resource option. This would allow us to use a drop down list of data
rather than try to type in everyone manually. Can this be done?

Cindy

Hi Powellcs,

When you say you have "two different resource name columns" are they both
the same field? (Hover your mouse over the column heading and see what the
hyper-link Help on... says.) If they are the same field, they will certainly
show the same values. I assume your "Director" level individual will not
actually perform any work on the task? You could use one of the spare text
fields to record the "Director Level" or use the [Contact] field. Project
will not calculate any work for the people in the Text field or Contact field.

Hope this helps. Let us know how you get along.

Julie

Hello. My organization is trying to define resource levels (Director level,
then person actually doing the work). Ultimately, what they would like to
see is a resource name column using one set of standard resource names (using
resource sharing option), then another column displaying the actual person
doing the work (using different set of resources using the resource sharing
option). I have two different resource name columns but when I share
resources using one set of data then try to change it for the other column,
they both change to the last set of shared resources used. Any ideas on how
I could do this?

 

[Sarah]

I don't think it can be done the way you're thinking, but you can set
up a drop-down list for that field. Right-click on the field header and
select "Customize Fields". In the Custom attributes section, select
Value List. Enter each director's name on a separate line and select
the other options you want (I'd suggest "Restrict field" and "Sort
ascending"). Then click OK. Click OK again, and you have a drop-down
for that field.

SarahK

 

[JulieS]

Hi Cindy,

I'm afraid not in the same sense as the shared resources through a pool
file. You can create a value list in one of the custom Text fields and can
copy the value list from one file to another, but it won't be the same as
being able to pull resources from a shared resource pool file.

About the only work around I can come up with for wanting the Directors to
come from the pool would be to create a separate task (perhaps a milestone)
and actually assign the director to that task.

Hope this helps. Please let us know if you have any questions or would like
more detailed information about creating the value list.

Julie

Hi Julie,

Thank you for the quick response. Yes, both columns are the same field
(resource name), and yes, the director level individual will not perform any
work on the task. I thought this was the problem, but thought I'd ask just
to confirm. Now, another question...I can use a contact or text field but
I'd like to use something that I can pull a shared set of data, using the
share resource option. This would allow us to use a drop down list of data
rather than try to type in everyone manually. Can this be done?

Cindy

Hi Powellcs,

When you say you have "two different resource name columns" are they both
the same field? (Hover your mouse over the column heading and see what the
hyper-link Help on... says.) If they are the same field, they will certainly
show the same values. I assume your "Director" level individual will not
actually perform any work on the task? You could use one of the spare text
fields to record the "Director Level" or use the [Contact] field. Project
will not calculate any work for the people in the Text field or Contact field.

Hope this helps. Let us know how you get along.

Julie

Hello. My organization is trying to define resource levels (Director level,
then person actually doing the work). Ultimately, what they would like to
see is a resource name column using one set of standard resource names (using
resource sharing option), then another column displaying the actual person
doing the work (using different set of resources using the resource sharing
option). I have two different resource name columns but when I share
resources using one set of data then try to change it for the other column,
they both change to the last set of shared resources used. Any ideas on how
I could do this?